Civic Intelligence

Commonwealth Community Trust Endowment Fund

990 • Fiscal year 2015 • EIN 54-1565250

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 21, 2016

PO Box 29408Richmond, VA 23242

(804) 740-6930

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.12x

Higher debt load relative to revenue than 53% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

60%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,787,220

Up $307,228 (+21%) from 2014

Net Assets

Up

$1,690,168

Up $213,265 (+14%) from 2014

Liabilities

Up

$97,052

Up $93,963 (+3042%) from 2014

Revenue

Up

$791,647

Up $298,125 (+60%) from 2014

Expenses

Up

$523,236

Up $53,108 (+11%) from 2014

Net Income

Up

$268,411

Up $245,017 (+1047%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $906,858Liabilities 2010: $3,291Net Assets 2010: $903,5672010Assets 2011: $1,074,741Liabilities 2011: $4,352Net Assets 2011: $1,070,3892011Assets 2012: $1,348,814Liabilities 2012: $35,119Net Assets 2012: $1,313,6952012Assets 2013: $1,458,862Liabilities 2013: $26,480Net Assets 2013: $1,432,3822013Assets 2014: $1,479,992Liabilities 2014: $3,089Net Assets 2014: $1,476,9032014Assets 2015: $1,787,220Liabilities 2015: $97,052Net Assets 2015: $1,690,1682015Assets 2016: $1,877,294Liabilities 2016: $3,525Net Assets 2016: $1,873,7692016Assets 2017: $2,300,522Liabilities 2017: $7,509Net Assets 2017: $2,293,0132017Assets 2018: $2,301,609Liabilities 2018: $16,193Net Assets 2018: $2,285,4162018Assets 2019: $2,819,926Liabilities 2019: $9,597Net Assets 2019: $2,810,3292019Assets 2020: $3,262,740Liabilities 2020: $149,274Net Assets 2020: $3,113,4662020Assets 2021: $3,333,150Liabilities 2021: $8,542Net Assets 2021: $3,324,6082021Assets 2022: $2,873,556Liabilities 2022: $210,457Net Assets 2022: $2,663,0992022Assets 2023: $3,323,305Liabilities 2023: $253,358Net Assets 2023: $3,069,9472023Assets 2024: $3,513,786Liabilities 2024: $123,719Net Assets 2024: $3,390,0672024

Highlighted filing

2015

Assets$1,787,220
Liabilities$97,052
Net Assets$1,690,168

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $257,7042010Expenses 2011: $295,0652011Expenses 2012: $335,8742012Revenue 2013: $505,682Expenses 2013: $467,389Net Income 2013: $38,2932013Revenue 2014: $493,522Expenses 2014: $470,128Net Income 2014: $23,3942014Revenue 2015: $791,647Expenses 2015: $523,236Net Income 2015: $268,4112015Revenue 2016: $751,958Expenses 2016: $624,929Net Income 2016: $127,0292016Revenue 2017: $909,614Expenses 2017: $657,693Net Income 2017: $251,9212017Revenue 2018: $1,006,305Expenses 2018: $870,137Net Income 2018: $136,1682018Revenue 2019: $1,252,175Expenses 2019: $988,789Net Income 2019: $263,3862019Revenue 2020: $1,912,685Expenses 2020: $1,523,581Net Income 2020: $389,1042020Revenue 2021: $1,860,276Expenses 2021: $1,765,213Net Income 2021: $95,0632021Revenue 2022: $2,022,631Expenses 2022: $2,291,366Net Income 2022: -$268,7352022Revenue 2023: $2,966,400Expenses 2023: $2,752,941Net Income 2023: $213,4592023Revenue 2024: $3,056,588Expenses 2024: $2,910,897Net Income 2024: $145,6912024

Highlighted filing

2015

Revenue$791,647
Expenses$523,236
Net Income$268,411
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 21, 2016
Return Version
2015v2.1
Gross Receipts
$1,006,162
Mission and Program Overview

Mission

To provide people with special needs who live throughout the united states and their families a convenient, cost-effective framework for the administration of pooled special needs trusts that supplement government entitlement programs such as supplemental security income (ssi) and medicaid. To educate families, people with special needs, and professionals about the benefits of a special need trust. To award individuals with special needs who reside in virginia and demonstrate a financial need with a monetary grant to be used for services, medication, and/or equipment through cct's charitable fund award program.

Provide people with a disability who live throughout the united states and their families a cost-effective framework for the administration of both third-party and self-funded pooled special needs trusts that supplement government entitlement programs such as supplemental security income (ssi) and medicard.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,363,620$1,687,989▲ $324,369
Savings and Temporary Cash Investments$58,862$58,905▲ $43
Land, Buildings, and Equipment, Net$21,104$18,720▼ $2,384
Cash and Non-Interest-Bearing Accounts$28,756$15,214▼ $13,542
Prepaid Expenses and Deferred Charges$4,704$3,871▼ $833
Accounts Receivable$425--
Total Assets$1,479,992$1,787,220▲ $307,228
Other Assets Total$2,521$2,521→ $0
Liabilities
Escrow Account Liability-$95,620-
Accounts Payable and Accrued Expenses$3,089$1,432▼ $1,657
Total Liabilities$3,089$97,052▲ $93,963
Net Assets / Fund Balance
Unrestricted Net Assets$1,476,903$1,690,168▲ $213,265
Total Net Assets Fund Balance$1,476,903$1,690,168▲ $213,265
Total Liabilities and Net Assets / Fund Balance$1,479,992$1,787,220▲ $307,228

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,720$35,169$53,889
Compensation and Service Providers

Board Members and Trustees

NameTitle
Neal WaltersPresident
Heather SzajdaPresident El
Joanne MarcusExecutive Di
Gary FreemanPast-preside
Michelle JohnsonSecretary
Gary LevineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$429,340
Program Service Revenue
$316,881
Investment Income
$45,426
Other Revenue
$0
All Other Contributions
$383,890
Change in Net Assets
$268,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$294,888
Other Expenses$176,626
Grants and Similar Amounts Paid$51,722
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,945$28,524-$158,469
Current Officers, Directors, Trustees, and Key Employees$82,656$18,145-$100,801
Grants to Domestic Individuals$51,722--$51,722
Advertising$33,754$7,409-$41,163
Occupancy$32,900$7,222-$40,122
Information Technology$16,965$3,724-$20,689
Payroll Taxes$16,815$3,691-$20,506
Travel$11,191$2,456-$13,647
Pension Plan Contributions$7,545$1,656-$9,201
Office Expenses$6,580$1,445-$8,025
Depreciation Depletion$5,621$1,234-$6,855
Other Employee Benefits$4,847$1,064-$5,911
Fees for Service Investment Mgmnt Fees$4,285$941-$5,226
Fees for Services Accounting$4,079$896-$4,975
Other Expenses$3,975$873-$4,848
All Other Expenses$3,920$860-$4,780
Insurance$3,166$695-$3,861
Conferences and Meetings$122$27-$149
Total Functional Expenses$439,573$83,663$0$523,236
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director distributes copies of the completed draft of form 990 (including required schedules)to board members who are cpas for their review. Any concerns or questions are noted and addressed. After all changes have been made, the final version of the form 990 (with required schedules) are distributed to every voting member of the board of directors prior to filing with the irs.l

Form 990, Page 6, Part VI, Line 12C

Each board member is required to complete a questionnaire on an annual basis to certify that they nave no conflicts or to disclose any potential conflicts.

Form 990, Page 6, Part VI, Line 15A

The board of directors reviews and approves the executive director's compensation annually. Every three years, independent salary surveys are conducted for all managment and staff positions.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Commonwealth Community Trust
EIN
54-1565250
Phone
8047406930
Address
PO BOX 29408, RICHMOND, VA 23242

Signing Officer

Name
Joanne Marcus
Title
Executive Director
Phone
8047406930
Signed
2016-06-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Marcus
Formed
1990
Legal Domicile
Va
Voting Board Members
21
Independent Board Members
21
Employees
9

Preparer

Firm
Harris Hardy & Johnstone Pc
Address
300 ARBORETUM PL STE 660, RICHMOND, VA 23236
Preparer
Frank S Warren Jr
Phone
8045600560
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Provide people with a disability who live throughout the united states and their families a cost-effective framework for the administration of both third-party and self-funded pooled special needs trusts that supplement government entitlement programs such as supplemental security income (ssi) and medicard.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTATION FEES (0.5%)
IRS990/ProgramServiceRevenueGrp/Desc1JOINDER FEE:PDT ENROLLMENT FE
IRS990/ProgramServiceRevenueGrp/Desc2SNT ANNUAL RENEWAL FEES
IRS990/ProgramServiceRevenueGrp/Desc3TERMINATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0193356
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1106100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28925
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0193356
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1106100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28925
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38500
IRS990/ProgSrvcAccomActy2Grp/Desc0AS PART OF ITS MISSION TO ENRICH THE QUALITY OF LIFE FOR PEOPLE LIVING WITH A DISABILITY, CCT ESTABLISHED THE CHARITABLE FUND AWARD PROGRAM TO AWARD UP TO 1,000 PER ANNUM FOR EQUIPMENT, MEDICATION, AND/OR SERVICES TO INDIVIDUALS WITH DISABILITIES WHO DEMONSTRATE FINANCIAL NEED. EACH REICPIENT OF AN AWARD MUST MEET THE SOCIAL SECURITY ADMINISTRATION DEFINITION OF DISABLED AND MEET THE FEDERAL POVERTY GUIDELINES OR RECEIVE SSI OR MEDICAID. 97 INDIVIDUALS RECEIVED ASSISTANCE THROUGH THIS PROGRAM IN 2015.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt051722
IRS990/ProgSrvcAccomActy2Grp/GrantAmt051722
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0136618
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt052144
IRS990/PYInvestmentIncomeAmt048796
IRS990/PYOtherExpensesAmt0156977
IRS990/PYProgramServiceRevenueAmt0308108
IRS990/PYRevenuesLessExpensesAmt023394
IRS990/PYSalariesCompEmpBnftPaidAmt0261007
IRS990/PYTotalExpensesAmt0470128
IRS990/PYTotalRevenueAmt0493522
IRS990/ReconcilationRevenueExpnssAmt0268411
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058862
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058905
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0429340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0136618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0236254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0333254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0227321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01362787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt042403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0164120
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0316881
IRS990ScheduleA/PublicSupportCY170Pct00.89250
IRS990ScheduleA/PublicSupportPY170Pct00.88090
IRS990ScheduleA/PublicSupportTotal170Amt01362787
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0429340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0136618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0236254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0333254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0227321
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01362787
IRS990ScheduleA/TotalSupportAmt01526907
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt018720
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035169
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053889
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018720
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt051722
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CHARITABLE FUND AWARD
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CHARITABLE FUND AWARD PROGRAM AWARDS FUNDS FOR EQUIPMENT, MEDICAITON AND/OR SERVICES TO FINANCIALLY NEEDY INDIVIDUALS WITH DISABILITIES WHO LIVE IN THE STATE OF VIRGINIA. EACH RECIPIENT OF THE AWARD MUST MEET THE SOCIAL SECURITY ADMINISTRATION DEFINITION OF BEING DISABLED AND MEET THE FEDERAL POVERTY GUIDELINES, OR RECEIVE SSI OR RECEIVE MEDICAID. APPLICATIONS ARE ACCEPTED ANNUALLY, AND MUST BE SUBNITTED BY A REPRESENTATIVE FROM A PUBLIC SERVICE AGENCY OR NONPROFIT ORGANIZATION THAT SERVES PEOPLE WITH DISABILITIES. A COMMITTEE OF BOARD OF DIRECTORS AND STAFF EVALUATE EACH APPLICATION BASED ON HOW THE REQUESTED ITEM OR SERVICE WILL IMPROVE THE QUALITY OF LIFE OF THE RECIPIENT. THE HIGHEST SCORING APPLICATIONS ARE AWARDED UP TO 1,000 EACH, UP TO A CUMULATIVE FUNDING AMOUNT THAT IS PREDETERMINED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FOR SUCCESSFULE APPLICANTS, THE AWARD IS PRESENTED AS A CHECK MADE PAYABLE TO A VENDOR FOR THE ITEM OR SERVICE REQUESTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE PEOPLE WITH A DISABILITY WHO LIVE THROUGHOUT THE UNITED STATES AND THEIR FAMILIES A COST-EFFECTIVE FRAMEWORK FOR THE ADMINISTRATION OF BOTH THIRD-PARTY AND SELF-FUNDED POOLED SPECIAL NEEDS TRUSTS THAT SUPPLEMENT GOVERNMENT ENTITLEMENT PROGRAMS SUCH AS SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR DISTRIBUTES COPIES OF THE COMPLETED DRAFT OF FORM 990 (INCLUDING REQUIRED SCHEDULES)TO BOARD MEMBERS WHO ARE CPAS FOR THEIR REVIEW. ANY CONCERNS OR QUESTIONS ARE NOTED AND ADDRESSED. AFTER ALL CHANGES HAVE BEEN MADE, THE FINAL VERSION OF THE FORM 990 (WITH REQUIRED SCHEDULES) ARE DISTRIBUTED TO EVERY VOTING MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.L
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER IS REQUIRED TO COMPLETE A QUESTIONNAIRE ON AN ANNUAL BASIS TO CERTIFY THAT THEY NAVE NO CONFLICTS OR TO DISCLOSE ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. EVERY THREE YEARS, INDEPENDENT SALARY SURVEYS ARE CONDUCTED FOR ALL MANAGMENT AND STAFF POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01479992
IRS990/TotalAssetsEOYAmt01787220
IRS990/TotalAssetsGrp/BOYAmt01479992
IRS990/TotalAssetsGrp/EOYAmt01787220
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0429340
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt083663
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0439573
IRS990/TotalFunctionalExpensesGrp/TotalAmt0523236
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03089
IRS990/TotalLiabilitiesEOYAmt097052
IRS990/TotalLiabilitiesGrp/BOYAmt03089
IRS990/TotalLiabilitiesGrp/EOYAmt097052
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01476903
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01690168
IRS990/TotalProgramServiceExpensesAmt0439573
IRS990/TotalProgramServiceRevenueAmt0316881
IRS990/TotalRevenueGrp/ExclusionAmt040435
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0321872
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0791647
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01479992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01787220
IRS990/TravelGrp/ManagementAndGeneralAmt02456
IRS990/TravelGrp/ProgramServicesAmt011191
IRS990/TravelGrp/TotalAmt013647
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01476903
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01690168
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 29408
IRS990/USAddress/CityNm0RICHMOND
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023242
IRS990/VotingMembersGoverningBodyCnt021
IRS990/VotingMembersIndependentCnt021
IRS990/WebsiteAddressTxt0WWW.COMMONWEALTHCOMMUNITYTRUST.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08047406930
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMONWEALTH COMMUNITY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0541565250
ReturnHeader/Filer/PhoneNum08047406930
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 29408
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541451026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRIS HARDY & JOHNSTONE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 ARBORETUM PL STE 660
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.12$3.39$3.06$2.91$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.25$3.07$2.97$2.75$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.21$2.66$2.02$2.29$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.01$3.32$1.86$1.77$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.15$3.11$1.91$1.52$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.01$2.81$1.25$0.99$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.02$2.29$1.01$0.87$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.01$2.29$0.91$0.66$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.87$0.75$0.62$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.10$1.69$0.79$0.52$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.49$0.47$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.03$1.43$0.51$0.47$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.04$1.31$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.90$0.26